+899.8%
XLV vs SUI
+1,649.2%
-749.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.1% |
| 7D | -2.6% | -3.1% | +0.5% | -1.8% |
| 30D | +0.9% | -2.3% | +3.2% | +1.5% |
| 3M | +10.0% | -2.8% | +12.8% | +10.7% |
| 6M | +10.4% | -12.4% | +22.7% | +14.3% |
| YTD | +8.9% | -3.3% | +12.2% | +9.6% |
| 1Y | +23.4% | -5.8% | +29.2% | +25.0% |
| 3Y | +33.1% | +12.5% | +20.6% | +26.6% |
| 5Y | +33.3% | -32.9% | +66.1% | +44.3% |
| 10Y | +170.8% | +104.4% | +66.4% | +111.5% |
| All | +899.8% | +1,649.2% | -749.4% | +300.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling